See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,103 | $63,861+61.5% | $104,607-1.4% | $79,858+29.1% |
| Participation rate | 61.5% | 64.9%-3.4pp | 74.1%-12.5pp | 69.6%-8.1pp |
| Annual return | 27.19% | 21.30%+5.9pp | 340.46%-313.3pp | 31.71%-4.5pp |
| Employer contribution / active EE | $2,142 | $1,588+34.9% | $2,681-20.1% | $2,471-13.3% |
| Participant deferral / active EE | $5,194 | $2,693+92.8% | $3,740+38.9% | $3,740+38.9% |
| Admin fee / account holder | $474 | $4,185-88.7% | $6,473-92.7% | $5,306-91.1% |